ATFA Certification
Students who complete the Trust Advisors Institute’s Fiduciary Fundamentals requirements receive a certificate issued jointly by the Institute and Campbell University.
Upon completion of the Trust Advisors Institute’s Advanced Practices, students will be granted the Accredited Trust Fiduciary Advisor (ATFA) Certification by the Institute and Campbell University. There are ongoing annual renewal fees and continuing education requirements to maintain the certification.
ATFA Certification demonstrates the very highest level of expertise, proficiency and skill as a fiduciary to your clients and within the profession.
Additional Levels of Accreditation/Continuing Education Credits
Completing both Fiduciary Fundamentals and Advanced Practices meets the educational requirements of ABA Professional Certifications to sit for the CTFA Examination.
This program was determined to meet the requirements of the Certified Financial Board of Standards, Inc. for 28 hours of continuing education credit.
Graduates of TAI Advanced Practices are eligible to receive 20.25 hours of CTFA, 6.75 hours of CISP, and 2.25 hours of CRSP credit.
Students holding the CFIRS; CFSA; CSP® or NASD Series 6, 7, or 63 designations – as well as CPAs seeking CPE hours, or attorneys seeking CLE hours – are encouraged, upon graduation, to contact their appropriate accrediting body for continuing education credits. The Institute director will provide necessary documentation as requested by the student.